hi guys
this is a site worth a visit...
www.valuenotes.com the contributor's corner of Anirudh Sethi boasts of some gud tips ( i havent tried them myself, but one of my friends has made some handsome profitss there )
well strong opening today on the back of the exit poll predictions...well banking on the NDA govt. to come to power (actually dont identify with them) so tht my portfolio can rise!!!!
ppl hows IndusInd bank. has been doin real well for past one week at the bourses.
XST
Strong opening but I am not sure we are ready for a rally yet...too much uncertainity still in the air...
I guess the markets would love to see NDA get around 300 seats so that there is a stable govt...
A 260-270 figure would still leave scope for allies to come in and influence decisions at the later stage...
Hey...I was also reading that due to the EVMs, the results will be declared in a matter of hours...
Now thats an example of "India Shining" 
but guys to what extent can we rely on the exit polls
remember what they predicted during the assemble elections in rajasthan and MP
I agree if NDA does win the elections with around 285-300 seats then there will be a boom in the market definitely
one wise thing to do in this scenario seems not to take up a strong position till the results r declared...for the time being go with the flow..trade acc to mkt sentiments(this applies to satta traders!!)...after may 13 if NDA comes to power the mkts will jus JUMP UP...if cong et al come then it'll be dicey.dont belive these EXITS after godhra MODI govt was supp to LOSE acc to exit polls...BUT they got a THUMPING MAJORITY!!!
so my advice wait for the d-day!!
wat say junta??!!
Yup...its going to be wait and watch for me too...
I am also thinking of buying on the 12th of May, if NDA is back(which looks quite likely) then it will be a huge lottery...just a thought though...will decide when the day comes
ok ppl indianinfoline let the cat out of the bag... the smart movement of IndusInd Bank was due to the merger with Ashok Leyland Finance....
BTW can sumbody explain why does a merger move up the share price... mois got an idea but not a clear one.
eg the merger of IFCI with PNB made IFCI lose its price while the same with IndusInd bank is moving it up.
ok ppl indianinfoline let the cat out of the bag... the smart movement of IndusInd Bank was due to the merger with Ashok Leyland Finance....
BTW can sumbody explain why does a merger move up the share price... mois got an idea but not a clear one.
eg the merger of IFCI with PNB made IFCI lose its price while the same with IndusInd bank is moving it up.
Mergers by rule neednt make a positive or negative run up in the scrip prices...it moves on perception of better performacne by the merged entity or otherwise......
When a merger takes place say IBP+IOC there are various savings .....if i were permitted to use jargons i wud be saying Economies of scale might improve/economies of procurement might improve/economies of marketing might improve....in more easy terms there might be aspects (operational/marketing or otherwise) wherein the merged entity mebbe at a distinct advantage thn the 2 diff entities before merger....at the same time there maybe issues with the merger starting with cultural diff/amalgamation of work force etc......
A very crude example might prove the point (av ery very crude example tht is
)Firms A&B; are textile companies manufacturing bedsheets ..discount in cotton is 10% for purchases above 1000Kg and 35%for purchases above 2000 KG....each requires 1250kg as raw material...
Merging A+B means economies of procurement improves..thts cost of procurement for 2500 Kg of cotton gets discounted by 35% and not 10%....
there are umpteen such possibilities....prices move in anticipation of better performance of the merged entity...as simple as tht !!!!
dunno if i made much sense !!!
.....
eg the merger of IFCI with PNB made IFCI lose its price while the same with IndusInd bank is moving it up.
seems u have strted keepin track of markets on a day to day basis very recently... i'm saying this bcoz IFCI stock moved up after the news & PNB went down (IFCI is sitting on a huge pile of BAD Assets) but after a few days markets crashed bcoz of a no of PSU IPO's..... & thts when it went to 8/- levels (infy was at 4800/- levels then)..... l8r on when govt declared the ruling for faster recovery of NPA by banks, it agin surged to 12.5/- but now a days again traidng at ~10 levels bcoz of another RBI order tht no bank with NPAs more than 3% (for the past 3 yrs)can declare dividends (forgot abt the >25% dividend decalration clause) without govt approval... thts when most of the banks again slipped.....
Anyway its the right time to enter into IFCI, & this stock will surge after NDA comes to power....... (my view.. i hold this stock at 10.15 & won't sell below 20).....
regd M&A.....; its simple.. lets take eg of IBP & IOC... IOC has got a very gud marketing team & retail network whereas IBP has its stronghold in refinery ..... Now if both of them merge the new entity will have the combied strength of refining as well as selling the petro products... which makes a lot of sense in this competitive industry..... 1+1 is never 2 in a merger, its 11.....
chk out www.investopedia.com to learn more...
As i'm not sure which scrip to invest in right now, i'm thinking to buy NIFTY Call options & sell 270 seats)...
whts ur say ?
ashish
well ashish moi keeps track of the markets quite often for the past one year... i mentioned IFCI coz i lost mony there....800 bucks or so b4 i decided to pull out and not take chances with low priced bad co shares....
As i'm not sure which scrip to invest in right now, i'm thinking to buy NIFTY Call options & sell 270 seats)...
whts ur say ?
well me got no more money to invest rite now.. all held up in the various scrips... but i m still very bullish on textiles.. i think tht might have bcome evident in the previous posts....made small profits on arvind mills but was watching out for raymonds, century textiles and alok industries.
hey XST...Raymonds has come out with an excellent set of number...watch the stock zoom tomorrow
HI Guys,
good morning to all.... :Fade-col:
As this thread is not showing too much activity....i suggest we come up with issues
we can discuss.......2 things i wanted to say.........
All of us can start with our input on how to trace a good stock. Which
factors to be taken into consideration while deciding on a stock....
Everyday we can pick one stock, something like "pick of the day", do our own personal R & D on it. Post the results by afternoon...this way we can add to our portfolio and to our knowledge......
Sumit 
PS: Comments r welcom.......
good morning????????????????
baaad morning pal.the markets r in downward spiral.zzzzzoooooooooooomm.
anyway sumit,good suggestion.but we surely can't do research in the span of a few hours.so,do make it a couple of days fr the research thingie.ya hot pic can do with insider inputs.
muks
guys was busy with the mumbai meet thread so was off this thread....well sold GAIL on [email protected] one... mahine ka kharcha nikal gaya....planning to buy again today @218...lets see...
abt tracking stocks....well i usually see the quarterly financials and chk the growth.. also see if the news if new acquisitions / investments made....future plans / products.... the reputation with atleast 3-4 brokers ... also a must see is the political news and speculate on the effect it can have ...
more like stalking a stock....amateurish no doubt.. let the more experienced junta give gyaan on this.....
XST
Bad Bad morning....
Koi lauta de woh pyare pyare din
All of us can start with our input on how to trace a good stock. Which
factors to be taken into consideration while deciding on a stock....
Hi by now I have analysed to og companies and seen the two important parameters on which market value the stock is
1. Return on equity
2. Debt/equity ratio
My personal favourites are apart from above two
1. Inventory turnover ratio
2. Receivables/Debtors turnover ratio
3. Interest coverage ratio
4. % change in EPS :idea: :idea:
Everyday we can pick one stock, something like "pick of the day", do our own personal R & D on it. Post the results by afternoon...this way we can add to our portfolio and to our knowledge......
Here i give u three stocks to research and tell me ur findings
1. OEN CONNECT
2. RANA SUGERS
3. ENNOUR TECHNOLOGIES
ok here i go after a month of shopping
here is my portfolio what daya say :!: :!:
: : 1. Chambal fert ----- 7.7 %
2. Hindustan oil exploration ---------- 27.6%
3. Vardhman polyester -------- 18.8 %
4. SAIL ---------------- 24.7%
5. Neyveli lingnite ------------- 21.2%
total -------------------- 100%
hope to spur up some discussion
cheers 😃
markets gonna take a big big tumble today i feel - cos of the exit polls
hii guys...sensex goin down...n it might continue....
reasons are as spiderman said the exit polls.....mebbe india goin for a hung parliament..(bhagwan bachae india ko)and now the SHOCKING NEWS THAT CHANDRABABU NAIDU HAS LOST OUT IN THE RACE FOR CM..his biggest defeat...
so the markets might tumble tomm even..
yup...
naidu losing is an indication of the fact that exit polls might indeed be correct to some extent...
and with most of them predicting a hung parliament...markets may go down further...
Also read a piece of news in TOI that Vajpayee insists that if NDA gets less than 250 sits then he would like to be in the opposition!!!
Thats more bad news for the markets...
i feel its more of a telengana (don't know if i spelled correctly) issue tht pulled out naidu from AP... & i'm sure this was factored into the exit polls & by BJP too .....
Also read a piece of news in TOI that Vajpayee insists that if NDA gets less than 250 sits then he would like to be in the opposition!!!ha ha ha..... this is absolute drama... be it NDA or Cong ..... this is all crap i feel... this is just to calm down the anxiety of NDA allies & prevent any defection... take my word tht even if NDA gets less than 250, they will try their best to reach 272 figure by BSP/others support & WILL form the govt...
i feel its a gud time to buy fundamentally strong stocks like Tisco, Bharti, Tata Power, ACC, Tata Motors, SBI... expect markets to fall another 75-100 points tomorrow ... (just waiting for TISCO to move below 290 )
i belive these stocks r avaiable at fairly discounted rates right now & will surely zoom up once a stable govt is formed (be it NDA or Cong) ....